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← AIA FOUNDATION

Form 990 for tax year 2024

Filed by AIA FOUNDATION.

Totals

Total revenue
$997,223
Total expenses
$963,130
Contributions and grants received
$625,158
Grants paid
$245,490
Program service revenue
$32,036
Investment income
$338,859
Other revenue
$1,170
Total assets, end of year
$8,849,067
Total liabilities, end of year
$27,076
Net assets or fund balances, end of year
$8,821,991
Program services expenses (Part IX)
$601,538
Management and general expenses
$126,674
Fundraising expenses
$234,918
Program service expenses (Part III)
$601,538

Program services were 62.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $125,000

  • 1e · Government grants (contributions)

    $187,500

  • 1f · All other contributions, gifts and grants

    $312,658

  • 2a · Program service revenue: OCTAGON SPONSORS,TOURS

    total $32,036 · related or exempt $32,036

  • 3 · Investment income

    total $264,389 · excluded $264,389

  • 6a · Gross rents

    real property $1,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,000

  • 6d · Net rental income or loss

    total $1,000 · excluded $1,000

  • 7a · Gross sales of assets other than inventory

    securities $809,440

  • 7b · Less cost or other basis and sales expenses

    securities $734,970

  • 7c · Gain or loss

    securities $74,470

  • 7d · Net gain or loss

    total $74,470 · excluded $74,470

  • 11a · Other revenue: OTHER INCOME

    total $170 · excluded $170

  • 11e · Other revenue, total

    $170

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $29,200 · program services $29,200

  • 2 · Grants to domestic individuals

    total $216,290 · program services $216,290

  • 11b · Fees: legal

    total $6,582 · management and general $4,580 · fundraising $2,002

  • 11e · Fees: professional fundraising services

    total $180,159 · fundraising $180,159

  • 11f · Fees: investment management

    total $20,860 · management and general $20,860

  • 11g · Fees: other

    total $235,076 · program services $183,214 · management and general $28,880 · fundraising $22,982

  • 12 · Advertising and promotion

    total $1,024 · program services $820 · management and general $204

  • 13 · Office expenses

    total $14,239 · program services $4,501 · management and general $9,578 · fundraising $160

  • 14 · Information technology

    total $29,070 · program services $3,350 · management and general $15,130 · fundraising $10,590

  • 16 · Occupancy

    total $41,375 · program services $27,127 · management and general $14,248

  • 17 · Travel

    total $28,442 · program services $8,381 · management and general $17,505 · fundraising $2,556

  • 19 · Conferences, conventions and meetings

    total $1,575 · program services $135 · management and general $1,190 · fundraising $250

  • 22 · Depreciation, depletion and amortization

    total $39,158 · program services $39,158

  • 23 · Insurance

    total $55,422 · program services $55,422

  • 24a · Other expenses: EXHIBITS

    total $20,923 · program services $20,923

  • 24b · Other expenses: EVENT EXPENSE

    total $20,315 · program services $2,551 · management and general $1,630 · fundraising $16,134

  • 24c · Other expenses: TEMPORARY STAFF

    total $11,879 · management and general $11,879

  • 24e · All other expenses

    total $11,541 · program services $10,466 · management and general $990 · fundraising $85

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $584,937 · end of year $468,683

  • 3 · Pledges and grants receivable

    beginning of year $31,811 · end of year $18,334

  • 4 · Accounts receivable

    beginning of year $11,053 · end of year $37,292

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,414 · end of year $11,718

  • 10a · Land, buildings and equipment: cost or other basis

    $3,295,919

  • 10b · Land, buildings and equipment: accumulated depreciation

    $441,966

  • 10c · Land, buildings and equipment, net

    beginning of year $2,892,409 · end of year $2,853,953

  • 11 · Investments: publicly traded securities

    beginning of year $3,170,799 · end of year $3,127,501

  • 12 · Investments: other securities

    beginning of year $1,955,057 · end of year $2,178,819

  • 15 · Other assets

    beginning of year $54,359 · end of year $152,767

  • 17 · Accounts payable and accrued expenses

    beginning of year $83,456 · end of year $27,076

  • 27 · Net assets without donor restrictions

    beginning of year $3,658,069 · end of year $3,261,537

  • 28 · Net assets with donor restrictions

    beginning of year $4,971,314 · end of year $5,560,454

Mission and programs · 2024

Mission

ARCHITECTS USE THE POWER OF DESIGN TO SOLVE PROBLEMS, TRANSFORM LIVES, AND CREATE A BETTER WORLD. THE ARCHITECTS FOUNDATION INSPIRES AND EMPOWERS THE NEXT GENERATION OF DESIGNERS AND THE DIVERSE COMMUNITIES THEY SERVE. THE ARCHITECTS FOUNDATION ALSO PRESERVES THE HISTORIC OCTAGON BUILDING IN THE NATION'S CAPITAL, SEEKING WAYS TO BEST EXPRESS THE VALUES OF HISTORIC PRESERVATION AS SUSTAINABLE DESIGN, AND KEEP THE OCTAGON'S LEGACY ALIVE WITH EXHIBITS, EDUCATIONAL PROGRAMS AND PARTNERSHIPS THAT FOCUS ON THE VALUE ARCHITECTS AND ARCHITECTURE BRING TO CULTURE AND COMMUNITY, AND THE ARCHITECT'S ROLE IN A JUST, EQUITABLE, DIVERSE AND INCLUSIVE SOCIETY. WE ALSO RUN COMMUNITIES BY DESIGN, AN INITIATIVE THAT ALLOWS US TO PARTNER WITH COMMUNITIES AROUND THE WORLD TO ADDRESS CRITICAL CHALLENGES LIKE CLIMATE RESILIENCE, REVITALIZATION AND HOUSING.

Activities or mission (Part I)

THE ARCHITECTS FOUNDATION'S PROGRAMS HARNESS THE IRREPRESSIBLE SPIRIT OF ARCHITECTS TO SUPPORT AND EMPOWER A NEXT-GENERATION DESIGN COMMUNITY.

  • OCTAGON MUSEUM OWNERSHIP AND MANAGEMENT - THE ARCHITECTS FOUNDATION IS THE OWNER AND MANAGER OF THE "OCTAGON" BUILDING, AN HISTORIC STRUCTURE LOCATED IN WASHINGTON, DC. THE FOUNDATION OPERATES THE OCTAGON AS A MUSEUM, ART GALLERY, AND SHOWCASE. AS A MUSEUM AND EXHIBIT SPACE, THE OLDEST PRIVATE RESIDENCE IN DC NOW HOSTS PROGRAMS DEMONSTRATING THE CULTURAL AND SOCIETAL IMPACT OF ARCHITECTS AND ARCHITECTURE, AND THE ARCHITECT'S POTENTIAL TO CREATE A JUST AND EQUITABLE SOCIETY. THE OCTAGON ALSO HOSTS EDUCATIONAL LECTURES AND EVENTS FOR PROFESSIONALS AND THE GENERAL PUBLIC.

    Expenses $431,009 · Revenue $32,036

  • SCHOLARSHIPS, GRANTS AND DIVERSITY - IN ORDER TO SUPPORT THE NEXT GENERATION OF ARCHITECTS, EVERY YEAR, THE FOUNDATION AWARDS THOUSANDS OF DOLLARS IN ARCHITECTURE SCHOLARSHIPS AND PROFESSIONAL DEVELOPMENT GRANTS TO HIGH SCHOOL AND UNDERGRADUATE STUDENTS, ARCHITECT REGISTRATION EXAM (ARE) CANDIDATES, AND LICENSED ARCHITECTS PURSUING ENRICHMENT OPPORTUNITIES.

    Expenses $170,529 · Grants $245,490

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bill Roschen Faia

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Dan Kirby Faia

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Sharon Liebowitz

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Vaughn Lewis Assoc Aia

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Kathy Dixon Faia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Laura Flusche

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sharon Haar Faia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Timothy Hawk Faia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ken Higa Aia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ching-Hua Ho

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Milan Jordan Assoc Aia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kenneth Lewis Aia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michael Marshall Faia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marci Reed

    EXECUTIVE DIRECTOR

    Total calculated
    $195,729
    From this org
    $0
    From related orgs
    $167,233
    Other
    $28,496
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0 + $166,029 related
    Bonus
    $0
    Other
    $0 + $1,204 related
    Deferred
    $0 + $13,664 related
    Nontaxable benefits
    $0 + $14,832 related
    Filer's total
    $0 + $195,729 related
  • Joel F Mills

    SR. DIR, COMMUNITIES BY DESIGN

    Total calculated
    $180,751
    From this org
    $0
    From related orgs
    $150,258
    Other
    $30,493
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0 + $143,921 related
    Bonus
    $0 + $5,650 related
    Other
    $0 + $687 related
    Deferred
    $0 + $11,928 related
    Nontaxable benefits
    $0 + $18,565 related
    Filer's total
    $0 + $180,751 related
  • Erin Smith

    SR. DIR, DESIGN ASSISTANCE

    Total calculated
    $185,833
    From this org
    $0
    From related orgs
    $147,383
    Other
    $38,450
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0 + $141,434 related
    Bonus
    $0 + $5,650 related
    Other
    $0 + $299 related
    Deferred
    $0 + $11,618 related
    Nontaxable benefits
    $0 + $26,832 related
    Filer's total
    $0 + $185,833 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS PAID & ESTABLISHED BY A RELATED ORGANIZATION, THE AMERICAN INSTITUTE OF ARCHITECTS. THE METHODS USED BY THE RELATED ORGANIZATION TO DETERMINE COMPENSATION ARE FORM 990'S OF SIMILIAR ORGANIZATIONS, COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION STUDY OR SURVEY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
9 October 2025
IRS schema version
2024v5.2
Source object
202502859349300905

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